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1,697 hedge funds and large institutions have $90.7B invested in AT&T in 2015 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 784 increasing their positions, 665 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 784 | Existing positions reduced: 665

9% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 75

1% more call options, than puts

Call options by funds: $2.96B | Put options by funds: $2.92B

0.11% more ownership

Funds ownership: 70.74%70.85% (+0.11%)

1% less funds holding

Funds holding: 1,7091,697 (-12)

3% less capital invested

Capital invested by funds: $93B → $90.7B (-$2.34B)

3% less funds holding in top 10

Funds holding in top 10: 107104 (-3)

Holders
1,697
Holders Change
-12
Holders Change %
-0.7%
% of All Funds
45.21%
Holding in Top 10
104
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.8%
% of All Funds
2.77%
New
82
Increased
784
Reduced
665
Closed
75
Calls
$2.96B
Puts
$2.92B
Net Calls
+$40.3M
Net Calls Change
+$643M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
1101
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.11M +$777K +30,578 +220%
CBOR
1102
Community Bank of Raymore
Missouri
$1.1M +$147K +5,773 +15%
CAL
1103
Capital Analysts LLC
Pennsylvania
$1.1M +$1.03M +40,347 +955%
CWM
1104
Calamos Wealth Management
Illinois
$1.1M +$712K +28,014 +170%
CWP
1105
Capital Wealth Planning
Florida
$1.09M -$416K -16,350 -27%
PSC
1106
Prentiss Smith & Co
Vermont
$1.09M +$8.59K +338 +0.8%
BHBT
1107
Burke & Herbert Bank & Trust
Virginia
$1.09M +$10.9K +430 +1%
CMANY
1108
Capital Management Associates (New York)
New York
$1.09M -$1.68K -66 -0.1%
PG
1109
Proffitt & Goodson
Tennessee
$1.08M -$9.1K -358 -0.8%
EWM
1110
Endurance Wealth Management
Rhode Island
$1.08M +$67.9K +2,671 +6%
SFSG
1111
Stearns Financial Services Group
North Carolina
$1.08M +$43.1K +1,694 +4%
TIA
1112
Tiemann Investment Advisors
California
$1.07M +$51.1K +2,011 +5%
AC
1113
AFAM Capital
Texas
$1.07M +$1.11M +43,485 New
DCLA
1114
Douglas C. Lane & Associates
New York
$1.07M +$36.5K +1,436 +3%
SAM
1115
Summit Asset Management
Tennessee
$1.07M +$103K +4,070 +10%
WOC
1116
West Oak Capital
California
$1.07M +$73K +2,873 +7%
MGAM
1117
McGowan Group Asset Management
Texas
$1.06M -$53.4K -2,099 -5%
CBB
1118
Citizens Business Bank
California
$1.06M -$25.9K -1,019 -2%
OSNBOA
1119
Old Second National Bank of Aurora
Illinois
$1.06M +$36K +1,416 +3%
CPA
1120
Capital Planning Advisors
California
$1.06M +$90.1K +3,546 +9%
HIM
1121
Hermes Investment Management
United Kingdom
$1.06M -$168K -6,620 -13%
MCC
1122
Mid Continent Capital
Illinois
$1.06M -$734K -28,864 -40%
FMWA
1123
Forvis Mazars Wealth Advisors
Missouri
$1.03M +$211K +8,304 +25%
CBU
1124
CIBC Bank USA
Illinois
$1.02M -$64K -2,519 -6%
CS
1125
Credential Securities
$1.02M +$55.8K +2,195 +6%

T Hedge Fund Activity: Q1 2015 in Review

1,697 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in AT&T (T) for Q1 2015, worth a combined $90.7B — down 2.5% from $93B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new T positions and 75 closed out — a net gain of 7 holders — while 784 added to existing stakes and 665 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $1.35B. The largest seller was State Street, cutting an estimated $434M.

  • 1,697 institutional investors held AT&T (T) as of Q1 2015, down from 1,709 in Q4 2014.
  • Funds reported $90.7B of AT&T stock for Q1 2015, down 2.5% quarter-over-quarter.
  • 82 funds opened new AT&T positions in Q1 2015 and 75 closed out, a net change of +7 holders.
  • The largest AT&T buyer in Q1 2015 was Capital Research Global Investors, an estimated $1.35B added.
  • The largest AT&T seller in Q1 2015 was State Street, an estimated $434M sold.

Based on aggregated 13F filings for Q1 2015.